Why concerned?
Why on Earth would they be concerned? This is exactly how cutting-edge tech adoption works.
A small subset of potentially interested actors are early adopters. They are willing to take the risk that it doesn't work out, in exchange for the chance to get a running start if it does.
The rest are... not early adopters. If the tech doesn't work out, they lose nothing. If it does, they'll jump on later when it's more mature and easier to board.
This is not a "divide", it's just how stuff works. I can't be bothered to go look at historical data, but I bet that in the first few years of, I dunno, cellphones, the pattern was the same. Hell, it probably was the same for electricity. For steam. For fire and the wheel.
And the 266% growth is easy when you start from pretty much zero, which is what "AI" was even just one year ago.
Frankly, calling this "concerning" makes me doubt the credentials of any so-called "economist" that came up with this. Don't they teach this in school?
Unless they are saying that "AI" is soooo shiny that literally everyone needs to jump on it right now, in which case I'd ask if they have stocks in tech they need to pump.